Number of Shares
7,236.00
Current Holdings Value*
$2.07 Mil
% of Portfolio
2.9%
Total Estimate Gain
$-602,993.96
% of Total Estimate Gain
-14.07%

SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND's Essex Property Trust Inc Holding Summary

As of 2024-12-31, SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND held 7,236.00 shares of Essex Property Trust Inc(ESS), totaling $2.07 Mil. This investment constitutes 2.9% of their stock portfolio, and SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND now holds 0.01% of the outstanding Essex Property Trust Inc(ESS) stock.

The initial trade took place in 2019Q3. And since then SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND has made 5 purchases of ESS, at an average price of $309.67, for a total of 13,836.00 shares. In addition, there have been 8 sales at an average price of $245.08 for 6,600.00 shares. Based on historical transaction data and ESS's current price of $285.26, SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND's estimated gain on his ESS holdings is $-602,993.96, reflecting a -14.07% gain to date.

SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND ESS ($285.26) Holding Chart

SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND ESS ($285.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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